LRGE

Clearbridge Large Cap Growth

-$15.1M

Net Activity

Institutions Holding

81

Popularity Rank

#4928

Avg Weight

0.19%

Total Value

$270.1M

Ownership Trend

81 institutions currently hold LRGE, with 33 net buyers and 35 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

35

Net Buying Institutions

33

Key Holders

Key Holders

Top 5 by Value

OW
Opal Wealth Advisors, LLC
$49.8M
UG
UBS Group AG
$33.1M
LF
LPL Financial LLC
$30.5M
MS
Morgan Stanley
$26.6M
CI
Cetera Investment Advisers
$21.7M

Top 5 by Conviction

OW
Opal Wealth Advisors, LLC
11.27%
BP
Barnes Pettey Financial Advisors, LLC
0.96%
AF
AA Financial Advisors, LLC
0.54%
CC
Cascades Capital Asset Management, LLC
0.45%
RC
Roan Capital Partners
0.35%
View all 81 holding institutions

Quarterly Activity

Recent Activity

+$187.7M

Total Buy Value

$113.0M

Total Sell Value

New buy5
Trim27
Add28
Sold out8

33

Net Buyers

35

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding CLEARBRIDGE LARGE CAP GROWTH (LRGE)?
Major stakeholders currently include Opal Wealth Advisors, LLC ($49.8M), UBS Group AG ($33.1M), LPL Financial LLC ($30.5M). Based on the latest 13F filings, there are a total of 81 tracked investment funds and institutions maintaining positions in LRGE.
What is the overall institutional sentiment toward LRGE recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $15.1M, driven by 33 managers accumulating shares while 35 reduced their exposure.
Which institutions have been selling or reducing their LRGE positions?
In the latest period, 27 funds trimmed their holdings, and 8 managers completely exited their positions. The aggregate reported sell value was $113.0M.
Are there any notable investors adding LRGE to their portfolios?
Yes, buying activity remains notable. 5 institutions opened new positions in {ticker}, and 28 existing holders added to their shares. The total reported buy value for the quarter amounted to $187.7M.

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